Tania Jelinek

Executive Assistant Responsibilities: Broker Assistant Responsibilities:

• Calendar & Scheduling: Managing executive appointments, meetings, and travel arrangements.
• Communication: Handling emails, phone calls, and correspondence on behalf of executives.
• Office Management: Organizing files, maintaining office supplies, and overseeing administrative tasks.
• Meeting Preparation: Preparing agendas, taking minutes, and following up on action items.
• Project Coordination: Assisting with special projects, research, and presentations.
• Confidentiality: Managing sensitive information with discretion.
• Expense Management: Handling reimbursements, invoices, and budgeting tasks.
• Client Support: Assisting clients with inquiries, documentation, and account updates.
• Transaction Processing: Preparing and managing paperwork for new business, renewals, and policy changes.
• Research & Analysis: Gathering market data and underwriting information.
• Compliance & Record-Keeping: Ensuring all documents are accurate and meet industry regulations.
• Liaison Role: Communicating between brokers, clients, and insurance carriers.
• Marketing Support: Assisting with presentations, proposals, and marketing materials.
• Data Entry & CRM Management: Keeping records up to date in company databases.

• Outsourced business-related services such as, payroll, bookkeeping, tax etc…
• Sales, administration, meetings, invoices, payment follow-ups, website development, building clientele and maintaining relationships
• Accounts queries and debt collection
• Organising office paperwork, filing and maintenance
• Dealing with all personal tasks to the Directors of the Company, Insurance, Medical Aid, Travelling and Home
• Clientele bookkeeping and processing
• Management Accounts
• Assisting director with compiling Financials statements
• Assisting director with payroll submissions for customer
• Efiling Company Tax, PAYE, VAT and Personal Tax
• All services with regards to CIPC (registering companies, annual returns, detailed changes to companies and directors etc.)
• SAGE and PASTEL extensive knowledge
• Drafting Financial Statements and journaling on Draftworx

• Reason for leaving: Retrenched due to funds (Small business)
• Responsibilities:
• Sales, administration, meetings, deliveries, stock take and count, invoices, payment follow-ups, website development, building clientele and maintaining relationships
• Accounts queries and debt collection
• International and local orders of components
• Organising of office paperwork, filing and maintenance
• HR related tasks for employees
• Dealing with all personal tasks to the Directors of the Company, Insurance, Medical Aid, Travelling and Home.

• Responsibilities:
• Dealing with all personal tasks to the Director of the Company, Home issues, Insurance, Medical Aid, Travelling
• Dealing with all work-related tasks to the Director, Filing, Meetings, Diary maintenance
• Related to Dogopedic: Sales, administration, meetings, deliveries, stock take and count, invoices, payment follow-ups, weekend markets, website development, facebook and other social media posts, building clientele and stockists
• Looking after son, fetching from school, afternoon activities, homework and babysitting.

• AND MONT BLANC ARE UNDER THE SAME UMBRELLA, IUM partnered up with a company called Seeing Machines in Australia, I was appointed soon after to launch the department as the only admin person
• Administration control
• Statistical information
• Liaison and Relationship building
• Reporting

• Dealing with all personal tasks to the Director of the Company, Home issues, Insurance, Medical Aid, Travelling
• Dealing with all work related tasks to the Director, Filing, Meetings, Diary maintenance
• Looking after 8yr old daughter, fetching from school and other.

• All Admin required for brokers, includes
• Renewal notifications
• Meeting preparations
• Vehicle Values
• Software system clean up and revising information
• Server
• Confirmations of cover
• Filing
• Client files and binding paperwork
• Previous, Reason for leaving: To concentrate on my degree at UNISA and furthermore to find a part time job that will not affect my studies.

• Answering Reception telephones quickly and correctly
• Calls must be screened and directed to the right Broker
• Greet visitors in an appropriate and professional manner
• Advise the person concerned immediately that their guests have arrived
• Offer the guest something to drink
• Keep reception area tidy and neat
• Dress appropriately and always smiling
• Collect post
• Make sure boardrooms are tidy and are booked correctly to insure no inconvenience